“Piper Jaffray research analyst Gene Munster maintained an ‘outperform’ rating and $103 price target on Apple Computer, but said there may be downside to his fiscal second-quarter Mac sales estimates due to limited MacBook Pro availability,” Maya Roney reports for Forbes. “‘We are recommending purchase of Apple shares, given that controversy surrounding limited availability of the new MacBook Pro appears to be priced in,’ wrote the analyst in a research report Tuesday. ‘Apple will ramp MacBook Pro production in the near term.'”
“‘The good news is that demand for the MacBook Pro is clearly not an issue,’ said the analyst. ‘The bad news is that Apple can’t sell what it doesn’t have.’ Munster consequently believes that his fiscal second-quarter Mac unit estimate of 1.29 million may prove to be ‘overly aggressive.’ The Street’s Mac unit estimate for the quarter is 1.2 million,” Roney reports.
Full article here.
Advertisements:
• Apple’s brand new iPod Hi-Fi speaker system. Home stereo. Reinvented. Available now for $349 with free shipping.
• Apple’s new Mac mini. Intel Core, up to 4 times faster. Starting at just $599. Free shipping.
• MacBook Pro. The first Mac notebook built upon Intel Core Duo with iLife ’06, Front Row and built-in iSight. Starting at $1999. Free shipping.
• iMac. Twice as amazing — Intel Core Duo, iLife ’06, Front Row media experience, Apple Remote, built-in iSight. Starting at $1299. Free shipping.
• iPod Radio Remote. Listen to FM radio on your iPod and control everything with a convenient wired remote. Just $49.
• iPod. 15,000 songs. 25,000 photos. 150 hours of video. The new iPod. 30GB and 60GB models start at just $299. Free shipping.
• Connect iPod to your television set with the iPod AV Cable. Just $19.
Related MacDailyNews article:
Weisel: Apple’s Intel transition ‘proving difficult’ – soft demand, lack of supply for MacBook Pro – March 06, 2006
Posting this on my Mac Book Pro 2.0… it’s just an amazing piece of hardware. 😀 Once people see these things they’ll sell even more.
Don I’m jealous and not because you had first post.
I’m holding out for the Intel 64 bit mobile processors due this September. Probably order a macBook when they come out to replace my iBook.
I want a Macbook Pro. Dammit.
And I want native Photoshop. As in NOW!
Apple will be flying once their supply catches up with demand and when they finally get the rest of the important applications ported over to Universal binaries
It’s pretty obvious the MacBook Pro is a HUGE hit. The Apple train is going to pick up momentum throughout the year and when Adobe finally gets off their asses Apple should have a huge swing in sales.
1.2 million for 1 quarter????
that’s how many Macs we sold in like 2000.
damn.
Didn’t I just read today a story by an anal(ist) that the new Intel Macs were not selling? I can’t remember which story — not on MDN — in which I read this, but the author said that retailers were telling him that sales were not great. It’s a ramp-up of a new chip architecture for Intel. It always goes like this — for all semiconductor manufacturors.
So Munster claims that chip availability is the culprit, not demand. I suspect he is right. But oh my, there are some real idiots out there writing doom and gloom for the Mac. Is Bill Gates paying them?
Wait if you can a few more months for a better Pro laptop.
1: MacBook Pro’s are 32 bit.
2: RAM limit
3: No Firewire 800
4: Not much Intel verisions of software ready yet. No native Photoshop, CS2 etc.
5: No BlueRay DVD players or burners
Intel having problem meeting Apple’s demand for CPUs? May be Apple’s past supply problems were not with the chip makers (Motorola and IBM). May be the initial demand for new model of Apple computers are much higher than those of demand for a new Windows computer model ever generated.
A couple of days ago, the listed shipping time for the MacBook Pro dropped from 3-4 weeks to 2-3 weeks.
Bill,
“I want native Photoshop. As in NOW!”
Aperture will be native in a couple of weeks and is much more fun to use.
Hmm. I’m all for positive comments and positive analysis, but why do I always seem to see Gene Munster as the analyzer at hand whenever there is something good to be said about Apple?
Let’s wait to hear from someone else first. Then we’ll really know what’s up.
MacDude: “Wait if you can a few more months for a better Pro laptop”.
That’s right, it all depends on the circumstances.
As always, if you need something now, buy it. If your current apps are up to date, they will do for a couple of years, so you should probably buy a PowerBook.